Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2B
AUM Growth
+$5.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,684
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$153M
3
+$116M
4
BND icon
Vanguard Total Bond Market
BND
+$90.9M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$71M

Top Sells

1
+$187M
2
+$104M
3
+$103M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$81M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$73.5M

Sector Composition

1 Technology 14.44%
2 Financials 8.16%
3 Industrials 5%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$853K ﹤0.01%
26,119
+2,241
1652
$851K ﹤0.01%
5,240
-59
1653
$848K ﹤0.01%
26,405
-166
1654
$848K ﹤0.01%
16,178
+10,301
1655
$842K ﹤0.01%
+29,102
1656
$838K ﹤0.01%
3,750
-102
1657
$837K ﹤0.01%
39,475
-9,182
1658
$830K ﹤0.01%
8,861
+1,188
1659
$828K ﹤0.01%
29,228
-240,652
1660
$826K ﹤0.01%
58,784
+100
1661
$825K ﹤0.01%
10,665
-1,303
1662
$823K ﹤0.01%
99,112
+55,372
1663
$822K ﹤0.01%
12,583
-568
1664
$821K ﹤0.01%
5,749
+2,094
1665
$821K ﹤0.01%
23,871
-225
1666
$820K ﹤0.01%
26,159
-2,026
1667
$819K ﹤0.01%
20,908
-5,417
1668
$817K ﹤0.01%
+5,814
1669
$817K ﹤0.01%
22,270
+12,035
1670
$817K ﹤0.01%
14,648
+4,328
1671
$815K ﹤0.01%
9,068
-35,520
1672
$815K ﹤0.01%
22,375
+10,069
1673
$815K ﹤0.01%
59,396
-41,066
1674
$815K ﹤0.01%
20,538
-597
1675
$814K ﹤0.01%
59,888
+12,084
65 66
67
68 69